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Conversion – it’s a scary word, but it doesn’t have to be.

lf you have made the decision that a new solution is right for you, the next step is getting data from your present software to the new program. Each program is different in how data is stored but in...

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Clio Scheduler – Making it Easier to Meet with Clients

An important part of a law firm is the intake process and client meetings are key. If you don’t get back to prospects quickly, you can lose them. Clio Grow is designed to help the process and Clio...

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Managing Your Documents and Emails

How long does it take you to find a document or an important email? What is important to your firm when it comes to documents and emails? Sharing securely internally? Sharing securely externally?...

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Timeslips Undo Bills and More

One of the biggest “complaints” we hear about Timeslips is that you can only undo the last bill, and sometimes not even that. Your cries have been heard! The product updated for Timeslps Premium...

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What is LEDES billing?

Have you been asked to do LEDES billing? Do you have questions about what LEDES billing is? Please read my article at Ledes-billing-explained to get answers. If you still have questions or need help...

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Don’t get stuck in the past!

Are you switching practice management software? You may be tempted to just take what you have been doing and move it to the new system. While that may work, you could also be missing out on a good...

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Is it the Right Time to Move to the Cloud?

One impact of Coronavirus is that many firms are thinking about moving to the cloud. Change should always be considered carefully. Looking for guidance for your firm? Check out my article at When is...

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Moving your data to a new program

Are you thinking of switching software? An important part of the decision is how much data should you move to your new platform. While often firms think they need everything, cost / benefit analysis...

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Measuring your firm

Productivity and profitability are key measurements for firms. How should you measure? Think beyond the billable hour. Contact Us for more personal guidance.The post Measuring your firm first appeared...

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Should I move to the Cloud?

Moving to the cloud is a hot topic right now but it is not something you just do. Like any business decision you should carefully make your choice and time your move. Why you firm needs cloud based...

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